Prosperity - An EisnerAmper Company · 2 weeks ago
Chief Investment Officer
Minneapolis, MN
Full-time
Onsite
Director/Executive
15+ years expProsperity - An EisnerAmper Company is a leading wealth management firm dedicated to providing objective financial planning services and investment advice. They are seeking a Chief Investment Officer to lead the investment strategy, oversee the Investment Committee, and ensure alignment with organizational goals while mentoring a high-performing investment team.
FinanceFinancial ServicesRetirementWealth Management
Responsibilities
Chair and oversee the Investment Committee; set agendas, lead deliberations, document decisions, and ensure governance standards are upheld
Define and evolve the firm’s long‑term investment roadmap, ensuring alignment with client needs, market conditions, and firm strategy
Oversee model portfolios and discretionary strategies; ensure consistency with investment philosophy, client objectives and regulatory requirements
Lead due diligence, selection, and monitoring of external managers, ETFs, mutual funds, and alternative investments
Establish and monitor risk limits, stress testing, and performance attribution processes
Manage, mentor, and evaluate a team of six investment professionals, including three portfolio managers; recruit and retain top talent. Prior integration and project management experience a plus
Present investment strategy and performance to internal advisors and clients; support business development efforts
Represent the firm at conferences, client events, and industry panels; develop thought leadership content to support business development and advisor education
Partner with operations, trading, planning, and executive leadership to ensure seamless implementation and support firmwide initiatives
Maintain investment governance standards and ensure adherence to regulatory requirements
Qualification
Required
Bachelor's degree in Finance, Economics, or related field
15+ years of progressive investment management experience, including leadership of investment teams
Preferred
Demonstrated experience in portfolio construction, manager selection, and risk management
Strong knowledge of tax-aware portfolio construction and tax-efficient implementation techniques
Excellent communication skills with experience presenting to senior executives, advisors, and clients
Chartered Financial Analyst (CFA) designation
Prior experience as a Director of Investments, Head of Investments, or equivalent senior investment leadership role
Experience managing multi-asset and alternative strategies within an RIA or wealth management environment
Familiarity with portfolio management systems, performance attribution tools, and trading platforms
Benefits
Flexibility to manage your days in support of our commitment to work/life balance
Culture that has received multiple top 'Places to Work' awards
Company
Prosperity - An EisnerAmper Company
Prosperity – An EisnerAmper Company, is an independent fiduciary (RIA).
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Cassity Wingenbach
Chief Operating Officer
Donna Gestl
Chief Operating Officer
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